NAICS 523920: Portfolio Management
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis.  Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.  Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.

Illustrative Examples:

Financial planning services, customized, fees paid by client
Investment advisory services, customized, fees paid by client
Managing trusts
Portfolio fund managing

ExioML sector: Services auxiliary to financial intermediation (67)
Region: US | Year: 2022
Sector value added: 469981.27788 M EUR | Employment: 1762.64749713 thousand persons
Sector GHG emissions: 5220632767.54 kg CO2 eq | Energy carrier net total: 101436.728861 TJ | Carbon intensity: 0.011108171778861755

Company: Nuveen Investments Inc
Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world's largest institutional investors,1 a highly-rated2 insurance company and a retirement provider.

Company: Tarrant Capital Ip LLC
Tarrant Capital IP, LLC operates as a private equity firm. The Company offers investments in private equity, credit, real estate, and hedge funds. Tarrant Capital IP serves clients worldwide.